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  1. APPS
  2. Extra Tools
  3. Document Management - Base Module with FREE 60 days support technical/fix bug v 17.0
  4. Sales Conditions FAQ

Document Management - Base Module with FREE 60 days support technical/fix bug

by Win DX JSC https://windx.com.vn
Odoo

$ 47.34

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 764
Technical Name windx_documents_management
LicenseLGPL-3
Websitehttps://windx.com.vn
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 764
Technical Name windx_documents_management
LicenseLGPL-3
Websitehttps://windx.com.vn
Versions 17.0 18.0
Snow

Background

MANAGEMENT ATTACHMENT/ DOCUMENT WITH DIRECTORY, SECURITY AND TAGS

Smart document and attachment management made easy!

OUTSTANDING FEATURES

This powerful module enhances Odoo’s document handling by allowing you to organize attachments and documents into custom directories, apply multiple tags, and control access with advanced security settings. Perfect for teams that need structure, visibility, and secure collaboration in managing files across the system.
Background

Free 60 Days support

WinDX will provide FREE 60-day support for any doubts, queries, and bug fixing or any types of issues related to this module. This is applicable from the date of purchase.

Contact us:

WhatsApp

+84 (919) 88 99 69

E-Mail

nguyenxuanlinh@windx.com.vn

Facebook

https://www.facebook.com/windxofficial

Website

https://windx.com.vn/

  • FEATURES
  • MENU
  • HOW IT WORKS
  • SUPPORT
  • FAQs
Background

1. Organize documents and attachments into directories

2. Tag documents for easy searching and filtering

3. Set access rights and security rules per directory

4. Seamless integration with Odoo records

5. Clean and intuitive user interface

6. Boosts efficiency and document traceability

7. Preview attachments (pdf, images, audio, video, MS Office) and documents without downloading

Document

  1. Directories
  2. All Documents
  3. My Documents
  4. Configuration
    • Directory Tags
    • Document Tags

1. Configuration - Directory Tags

2. Configuration - Document Tags

3. Directories

  • Kanban View
  • Kanban View
  • Directory Details(Form View)
  • Open Documents smart button "Attachments" in Kanban View or Form View

4. Add Attachments

  • Internal User (Abigail Peterson) can add attachments on Employee form (Odoo Standard)
  • Login with Document Manager - Mitchell Admin after add attachment

5. All Documents

6. My Documents - Employee (Abigail Peterson) Login

7. Attachments

  • Kanban View
  • Form View
  • Send Email with Attachment

8. Preview attachments(pdf, images, audio, video, MS Office) and documents without downloading

  • A button like ( ) will be visible beside all binary fields like shown in the image
  • Allow access to preview the attachments for the normal user

User Guide


Watch video tutorial
Click here

This module relies on an external Python library called 'magic'. Before you install the module, you need to install this Python package first. You can do this using the command provided below.

OS - Linux

sudo apt install libmagic1
pip install python-magic

OS - macOS

brew install libmagic
pip install python-magic

OS - Windows

pip install python-magic-bin

Contact us


WhatsApp

+84 (919) 88 99 69

E-Mail

nguyenxuanlinh@windx.com.vn

Facebook

https://www.facebook.com/windxofficial

Website

https://windx.com.vn/

General

What is the main purpose of the document_management_preview module?

The document_management_preview module allows users to manage documents and preview their content directly within Odoo without having to share through an external storage or download to local device

Which file types can be previewed using this module?

The module typically supports previewing common file types such as PDF, images (JPG, PNG, GIF), and Office documents (Word, Excel, PowerPoint), depending on the configuration and installed libraries.

How do I preview a document in Odoo using this module?

To preview a document, simply navigate to the document record in Odoo and click the "Preview" button or icon. The file will be displayed in a popup.

Does the module support previewing documents stored in external storage (e.g., Google Drive, Dropbox)?

By default, the module works with documents stored in Odoo's internal storage. Integration with external storage providers may require additional configuration or third-party modules.

SUGGESTED PRODUCTS

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  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
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